Kondo Wealth Advisors
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Kondo Wealth Advisors’s Microsoft MSFT Stock Holding History

Kondo Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.26M Buy
4,407
+1,408
+47% +$651K 0.75% 17
2026
Q2 		$1.12M Buy
2,999
+177
+6% +$71.6K 0.37% 26
2026
Q1 		$1.05M Sell
2,822
-251
-8% -$105K 0.39% 24
2025
Q4 		$1.49M Sell
3,073
-3
-0.1% -$1.5K 0.57% 19
2025
Q3 		$1.59M Buy
3,076
+267
+10% +$136K 0.64% 18
2025
Q2 		$1.38M Sell
2,809
-105
-4% -$45.6K 0.61% 20
2025
Q1 		$1.09M Buy
2,914
+428
+17% +$174K 0.54% 20
2024
Q4 		$1.05M Buy
+2,486
New +$1.06M 0.53% 24

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Kondo Wealth Advisors's MSFT Position: Q3 2026 in Review

Kondo Wealth Advisors increased its Microsoft (MSFT) stake by 47% in Q3 2026, buying an estimated $651K and bringing the position to 4,407 shares worth $2.26M. The position accounts for 0.75% of the portfolio, ranked #17.

Kondo Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,682 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Kondo Wealth Advisors held 4,407 shares of Microsoft worth $2.26M as of Q3 2026.
  • Kondo Wealth Advisors bought 1,408 Microsoft shares in Q3 2026, an estimated $651K.
  • Microsoft made up 0.75% of Kondo Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Kondo Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.